iMIS Opportunity Management is now called iMIS Process Mgr

Creating and managing projects (which were called opportunities in iMIS 10) has been greatly streamlined and enhanced. To better reflect the fact that iMIS projects are flexible and can be used to manage many types of business processes, not just major gift and sales opportunities, iMIS Opportunity Management is now called iMIS Process Manager.

New Process manager naming

Additionally, most UI features that we used to refer to as an opportunity or as a process is now referred to as a project, and what we used to refer to as a prospect is now a primary contact. The following list shows specific terms that have changed accordingly (older terms are highlighted in italic text, while the new replacement terms are highlighted in bold text):

• opportunity is now project
• opportunity name is now project name
• opportunity ID is now project ID
• opportunity status is now project status
• opportunity class is now process class
• opportunity type is now process type
• related opportunity is now related project
• process name is now project name
• process ID is now project ID
• process status is now project status
• process details is now project details
• prospect is now primary contact

Security groups

One exception to this general name change exists in the area of security groups for iMIS user logons. The older security group names related to process management are still used, so the following list of security group equivalencies is important to understand:

• OpportunityAdmin is the security group for users who can set up Process Manager
• OpportunityCreator is the security group for users who can see or manage projects they own
• OpportunityMgr is the security group for project managers to grant edit and delete rights to all opportunities
• OpportunityOwners is the security group for project owners users who can see all projects within Process Manager
• OpportunityUser is the read-only security group for project users

Opportunity business object names

The business objects that support Process Manager still reflect the previous names in Opportunity Management:

• Opportunity
• OpportunitySales, OpportunityDonor or OpportunityMember
• Opportunity History
• OppSalesContact, OppDonorContact or OppMemberContact
• Opportunity Type